Charles Schwab
LIFE

Charles Schwab’s Ethos Technologies Inc LIFE Stock Holding History

Charles Schwab’s Portfolio LIFE Stock Details LIFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$181K Hold
10,000
– – ﹤0.01% 3381
2026
Q1 		$112K Buy
+10,000
New +$118K ﹤0.01% 3368

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Capital World Investors
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GBCP
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Vanguard Capital Management
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CC
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Charles Schwab's LIFE Position: Q2 2026 in Review

Charles Schwab held its Ethos Technologies Inc (LIFE) position steady in Q2 2026 at 10,000 shares worth $181K. The position accounts for ﹤0.01% of the portfolio, ranked #3381.

Charles Schwab first reported a position in LIFE in Q1 2026 and has held it in 2 quarters since. 72 funds tracked by Wall St. Rank hold LIFE as of Q2 2026.

  • Charles Schwab held 10,000 shares of Ethos Technologies Inc worth $181K as of Q2 2026.
  • Charles Schwab left its Ethos Technologies Inc share count unchanged in Q2 2026.
  • Ethos Technologies Inc made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #3381 holding.
  • Charles Schwab first reported a position in Ethos Technologies Inc in Q1 2026 and has held it in 2 quarters since.
  • 72 funds tracked by Wall St. Rank held Ethos Technologies Inc as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.